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IRS Applies Strict Reading of Section 72(s)
the contract holder is not an in- dividual, the “primary annuitant”7 is treated as the holder of the contract ... contract, and the death or change of the primary annuitant is treated as the death of the holder that ...- Authors: Mark E Griffin, Alison R Peak
- Date: Mar 2016
- Competency: Professional Values
- Publication Name: Taxing Times
- Topics: Annuities>Individual annuities
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Chairperson’s Corner
Chairperson’s Corner Hear from the chairperson on themes in the December 2016 issue of Risk Management ... Enterprise Risk Management on National Long Term Care Needs and Parameter Uncertainty. Details of these ...- Authors: Society of Actuaries, Thomas Edward Weist
- Date: Dec 2016
- Competency: Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Risk Management
- Topics: Enterprise Risk Management
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Risks and Rewards Newsletter, October 1998, Issue No. 31
char- acterized by the presence of fat tails. A direct implication of this is that tail events are more ... the possibility, but it is vention—and he doesn’t care. All he leptokurtosis. It probably won’t under- ...- Authors: Nino A Boezio, Daniel Case, Victor Modugno, Shirley Hwei-Chung Shao, Glyn A Holton, Zain Mohey-Deen, Anthony Dardis, Edwin A Martin, HEATHER NORTH ROYER, Patrick Reinkemeyer, Timothy Cogley, Vinod Chandrashekaran, Andrew Berry
- Date: Oct 1998
- Publication Name: Risks & Rewards
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The Actuary
problems. • Managed care has resulted in a revolution in health care and health care financing. • Pension ... you’ll live, but actuaries can design plans to care for your loved ones in the event of untimely death ...- Authors: Society of Actuaries, Application Administrator
- Date: Dec 1997
- Publication Name: The Actuary Magazine
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The Power of Predictive Analytics
doing an actuarial rotation in Aetna’s managed care product management unit. We were tasked with understanding ... see the role of predictive analytics in health care changing in the next five to 10 years? Where will ...- Authors: Society of Actuaries
- Date: Apr 2016
- Competency: Leadership>Professional network leverage; Leadership>Thought leadership
- Publication Name: The Actuary Magazine
- Topics: Predictive Analytics; Technology & Applications>Analytics and informatics
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Product Matters! December 2005, Issue No. 63
ca/publications /2003/203052e.pdf 3) “Long-Term Care Insurance Persistency Experience,” LIMRA International ... - practice/health/experience-studies/long- term-care-insurance-persistency-experience/ The 1999 study ...- Authors: John P Glynn, Abraham Gootzeit, Donna Claire, Victoria L Pickering, Dominique Lebel, Thomas Ashley
- Date: Dec 2005
- Publication Name: Product Matters!
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Pension Section News, June 2003, Issue No. 52
argue with management therein. The public does not care. My proposal is the ultimate safe harbor. Within ... facility in excess of $101.50 per day, custodi- al care, etc. The reimbursement decreases have led to an ...- Authors: Jeremy Gold, Marilyn Miller Oliver, Joan Weiss, Charles Edwards
- Date: Jun 2003
- Publication Name: Pension Section News
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Product Matters, January 2002, Issue No. 52
development process, the following can be achieved: • Direct access to customer knowledge; • Ownership and buy-in ... combined reserve of the direct writer and the second company be that which the direct writer would have held ...- Authors: Brian King, Mary J Bahna-Nolan, Nancy Winings, Douglas Robbins, Eva Goldstein, DAVID MILLER
- Date: Jan 2002
- Publication Name: Product Matters!
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Risk/Return, a Chimera?
Risk/Return, a Chimera? Is Risk/Return a sound tool for decision-making? No. It is not consistent, ... invest only till the end of the year, then I do not care about the fact that, in the long run, the stock ...- Authors: Society of Actuaries, Sylvestre Frezal
- Date: Dec 2016
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Incorporate risk management
- Publication Name: Risk Management
- Topics: Enterprise Risk Management; Finance & Investments>Asset allocation
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Financial Reporter Newsletter, Issue 47, May 2004
Statutory Surplus Change AFIT -Gain from Operations -Direct Credit to Surplus’ Full DTA Admitted DTA Non ... point on what is needed, may be too specific in direct- ing the use of scenario testing as the way to ...- Authors: Jerry Enoch, David C Heavilin, James W Lamson, Carol A Marler, Edward Robbins, Max Rudolph, Raymond Ted Schlude, Bradley M Smith, Vincent Y Y Tsang, Steven Lash, Rebecca Wang, Tara J P Hansen, Valentina A Isakina
- Date: May 2004
- Publication Name: The Financial Reporter